Confirming Parts Used In Technician App
When a one time job is completed in the app, technicians will be prompted to confirm which parts were used on the job and in which quantities. Their truck inventory will automatically update based on what is entered. If a matching item does NOT exist on the truck, no inventory changes will be made.
The products and their quantities that already exist on the job will be shown by default on this screen, but technicians can add, edit, or remove anything as needed to reflect what was actually used. Changes made on the "Confirm Parts Used" screen will ONLY affect inventory count and NEVER affect the Products on the job itself or the invoice created when job is closed.
Quantity must be entered in whole units without decimals. For example: 3, 2, and 5 would be acceptable entries but 0.5 or 3.25 would not be acceptable. If a Technician adds a Product to the Job as a decimal quantity, they'll be prompted to adjust the quantity before continuing.
Note: If the quantity of an item used on a job would reduce the inventory quantity on the truck below zero, the quantity for that item on the truck will remain at zero and not become a negative value.
At this time, automatically updating inventory quantities only works with one time jobs, and does not yet work with route stops. We'll be releasing route stop and chemical inventory support in a different feature package soon.
Chemicals added in the chemicals section of one time jobs will NOT be removed from inventory. Only items entered on the "Confirm Parts Used" screen will be deducted from inventory.
First In, First Out (FIFO) Rules Explained
First In, First Out (FIFO) is an inventory management method where the first items purchased are assumed to be the first ones sold or used as inventory counts get updated.
When inventory is updated from a technician's truck after completing a job, Pool Brain deducts the quantity from the earliest purchased date for that item. This is standard in most inventory programs and ensures that the oldest inventory gets rotated out first.
Track Inventory Used On Jobs
On a one time job page in the web dashboard, you'll find tabs for "Job Activity" and "Inventory".
Job Activity - displays information such as start time, finish time, and detailed information on when the technician completed which actions in the workflow during the job along with their responses if applicable.
Inventory - displays what the Technician entered on the "Confirm Parts Used" screen for which inventory items they used on the job. This shows the product name, part number and quantity used.
Note: even if a matching inventory item didn't exist on the truck to actually deduct inventory, the information the technician entered will still exist here for your records and technician accountability.
